IHT Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
21,321
+725
| +4% | +$62.3K | 0.04% | 424 |
|
|
2025
Q4 | $1.92M | Buy |
20,596
+150
| +0.7% | +$13K | 0.05% | 354 |
|
|
2025
Q3 | $1.71M | Buy |
20,446
+1,680
| +9% | +$136K | 0.04% | 371 |
|
|
2025
Q2 | $1.5M | Buy |
18,766
+1,365
| +8% | +$98.4K | 0.04% | 381 |
|
|
2025
Q1 | $1.25M | Buy |
17,401
+1,146
| +7% | +$86K | 0.04% | 416 |
|
|
2024
Q4 | $1.14M | Sell |
16,255
-6,228
| -28% | -$425K | 0.04% | 414 |
|
|
2024
Q3 | $1.26M | Buy |
22,483
+3,155
| +16% | +$178K | 0.04% | 442 |
|
|
2024
Q2 | $1.15M | Sell |
19,328
-1,518
| -7% | -$89.6K | 0.04% | 385 |
|
|
2024
Q1 | $1.21M | Buy |
20,846
+1,397
| +7% | +$73.1K | 0.05% | 369 |
|
|
2023
Q4 | $957K | Sell |
19,449
-2,121
| -10% | -$91.5K | 0.04% | 399 |
|
|
2023
Q3 | $881K | Buy |
21,570
+622
| +3% | +$26.9K | 0.04% | 380 |
|
|
2023
Q2 | $894K | Buy |
20,948
+1,680
| +9% | +$67.6K | 0.05% | 367 |
|
|
2023
Q1 | $720K | Buy |
19,268
+3,005
| +18% | +$131K | 0.04% | 393 |
|
|
2022
Q4 | $672K | Sell |
16,263
-962
| -6% | -$42.6K | 0.04% | 402 |
|
|
2022
Q3 | $693K | Buy |
17,225
+7,663
| +80% | +$329K | 0.05% | 364 |
|
|
2022
Q2 | $375K | Sell |
9,562
-978
| -9% | -$42.9K | 0.03% | 463 |
|
|
2022
Q1 | $511K | Sell |
10,540
-1,399
| -12% | -$74.9K | 0.04% | 406 |
|
|
2021
Q4 | $573K | Sell |
11,939
-2,043
| -15% | -$101K | 0.04% | 397 |
|
|
2021
Q3 | $649K | Sell |
13,982
-5,990
| -30% | -$277K | 0.05% | 342 |
|
|
2021
Q2 | $905K | Sell |
19,972
-1,435
| -7% | -$64.1K | 0.06% | 345 |
|
|
2021
Q1 | $836K | Buy |
21,407
+6,652
| +45% | +$235K | 0.06% | 310 |
|
|
2020
Q4 | $445K | Sell |
14,755
-2,248
| -13% | -$58.2K | 0.04% | 445 |
|
|
2020
Q3 | $400K | Buy |
17,003
+568
| +3% | +$14K | 0.04% | 397 |
|
|
2020
Q2 | $421K | Buy |
16,435
+4,490
| +38% | +$123K | 0.06% | 321 |
|
|
2020
Q1 | $343K | Sell |
11,945
-1,233
| -9% | -$52.4K | 0.05% | 352 |
|
|
2019
Q4 | $709K | Buy |
13,178
+831
| +7% | +$43.5K | 0.08% | 269 |
|
|
2019
Q3 | $628K | Sell |
12,347
-669
| -5% | -$31.5K | 0.09% | 277 |
|
|
2019
Q2 | $616K | Sell |
13,016
-161
| -1% | -$7.53K | 0.09% | 249 |
|
|
2019
Q1 | $637K | Sell |
13,177
-1,654
| -11% | -$81.3K | 0.11% | 223 |
|
|
2018
Q4 | $683K | Buy |
14,831
+621
| +4% | +$31.8K | 0.13% | 187 |
|
|
2018
Q3 | $747K | Sell |
14,210
-1,917
| -12% | -$109K | 0.16% | 159 |
|
|
2018
Q2 | $894K | Buy |
16,127
+196
| +1% | +$10.5K | 0.23% | 119 |
|
|
2018
Q1 | $818K | Sell |
15,931
-1,825
| -10% | -$108K | 0.22% | 116 |
|
|
2017
Q4 | $1.1M | Buy |
17,756
+5,322
| +43% | +$301K | 0.29% | 92 |
|
|
2017
Q3 | $686K | Sell |
12,434
-2,583
| -17% | -$137K | 0.29% | 92 |
|
|
2017
Q2 | $23 | Buy |
15,017
+1,414
| +10% | +$75.8K | 0.01% | 747 |
|
|
2017
Q1 | $748K | Sell |
13,603
-687
| -5% | -$39K | 0.5% | 43 |
|
|
2016
Q4 | $800K | Buy |
+14,290
| New | +$719K | 0.6% | 31 |
|
Other funds holding WFC
VCM
VPM
IHT Wealth Management's WFC Position: Q1 2026 in Review
IHT Wealth Management increased its Wells Fargo (WFC) stake by 3.5% in Q1 2026, buying an estimated $62.3K and bringing the position to 21,321 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #424.
IHT Wealth Management first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.92M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- IHT Wealth Management held 21,321 shares of Wells Fargo worth $1.7M as of Q1 2026.
- IHT Wealth Management bought 725 Wells Fargo shares in Q1 2026, an estimated $62.3K.
- Wells Fargo made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #424 holding.
- IHT Wealth Management first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
- IHT Wealth Management's Wells Fargo position peaked at $1.92M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.